"NVIDIA" overtakes Apple and Microsoft to become the most valuable company in the world

[The SC]

NVIDIA's superior AI graphics processing unit

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The continued rise in NVIDIA's shares has pushed the semiconductor giant's market value to higher levels than its technology giant counterparts, helping it grab the title of the most valuable company in the world, as the wave of mania for artificial intelligence continues.

Shares rose as much as 4% to about $3.3 trillion on Tuesday, outperforming Apple and Microsoft. Shares of major companies competed throughout the month for first place, with NVIDIA finally outperforming its technology counterparts.

Earlier this month, Nvidia surpassed Apple in market cap for the first time since 2002, and both companies have moved up and down the rankings in recent days. Last week, Apple overtook Microsoft to briefly hold the top spot.

Focus on artificial intelligence

This rating is another reminder that artificial intelligence is a key focus for many investors.

NVIDIA is seen as the biggest and earliest beneficiary of this technology, because it dominates the market with its highly sought-after chips, which help data centers run the complex computing tasks required by AI applications.

Demand is growing for its H100 accelerators, which helped boost the chipmaker's sales by more than 125% last year.

Microsoft is also seen as an early winner of the AI craze, given its investments and partnership with OpenAI, which created ChatGPT.

This week, Apple shares rose after the iPhone maker finally revealed its plan to use artificial intelligence, appeasing investors after a long wait.

The race towards $4 trillion

“We believe the race to reach the $4 trillion market cap in technology over the next year will be the focus among the three companies,” Daniel Ives, an analyst at Wedbush Securities, wrote in a note.

Nvidia's rising stock price has made co-founder and CEO Jensen Huang one of the richest people in the world. His net worth has increased by more than $70 billion since the beginning of the year, reaching $115 billion, which places him in twelfth place on the Bloomberg Billionaires Index. This is the largest gain among his billionaire peers.



More than a chip company

Investors alongside Huang see Nvidia as more than just a chip maker.

“They're not just selling chips, they're selling systems,” Michael Lippert, vice president and portfolio manager at Baron Capital, said in an interview, referring to the company's proprietary software and development ecosystem.

NVIDIA's rapid rise to the top has been record-breaking, as the company is one of the few companies to show significant revenue growth from artificial intelligence. As of the recent close, shares had risen more than 160% in 2024, adding more than $2 trillion to its market value.

"The company's GPU chips are the new gold or oil in the technology sector, as more businesses and consumers are quickly heading down this path with the Fourth Industrial Revolution well underway," Ives said.

https://www.bobsguide.com/how-nvidi...apple-to-become-worlds-most-valuable-company/

 

[Afif]

It's gonna take quite a bit for China to catch up with this. It is homogeneous country and does not attract foreign talents. On the other hand United States of America has talents coming in from all over the world. As long as it continues and talented people pursue American dream, it will remain number one.

 

[UKBengali]

It's gonna take quite a bit for China to catch up with this. It is homogeneous country and does not attract foreign talents. On the other hand United States of America has talents coming in from all over the world. As long as it continues and talented people pursue American dream, it will remain number one.

Are you aware that US ‘talents’ are in effect mainly Chinese?

It is the other way round as US will no longer have access to Chinese talent that will stay in China now.

Jensen Huang is Taiwanese and these days the best Taiwanese talent go to China to work in HUAWEI or SMIC.

 

[INS_Vikrant]

When there is a Gold Rush (AI boom) you shouldn't go digging for gold you start selling shovels (AI Chips) , explains Nvidia's rise last few years.

 

[Michael]

It's gonna take quite a bit for China to catch up with this. It is homogeneous country and does not attract foreign talents. On the other hand United States of America has talents coming in from all over the world. As long as it continues and talented people pursue American dream, it will remain number one.

Therein lies America's biggest problem right now. An overly large hollowed out economy! A severely declining real economy!

If you look closely, you'll see:
All real economy businesses in the United States are in decline. For example: Boeing, GM ..........
All those businesses that are becoming more and more profitable are hollow economy businesses. For example: Nvidia, Apple, Microsoft, Google ......
Musk is a special case. But a lot of his money making good entities are in countries/regions outside the US ......

 

[Afif]

Are you aware that US ‘talents’ are in effect mainly Chinese?

Lol. Simply not true. The stats are available.

 

[mythbuster]

Therein lies America's biggest problem right now. An overly large hollowed out economy! A severely declining real economy!

If you look closely, you'll see:
All real economy businesses in the United States are in decline. For example: Boeing, GM ..........
All those businesses that are becoming more and more profitable are hollow economy businesses. For example: Nvidia, Apple, Microsoft, Google ......
Musk is a special case. But a lot of his money making good entities are in countries/regions outside the US ......

How long do you think this tech buuble is going to last ? .....

 

[SecularNationalist]

How long do you think this tech buuble is going to last ? .....

I think in the tech sector, it will exist in one way or another bcz of how fast it evolves.

 

[Michael]

How long do you think this tech buuble is going to last ? .....

Although there are some voices in the United States calling for the U.S. government to pay attention to this issue, and the U.S. government has made some efforts; however, we have not seen any great shift at this time.

When we can easily gain great benefits through mental labor, no one is willing to go back to heavy physical labor. However, for human beings, there needs to be a balance between mental and physical labor. Without moderate physical labor, our bodies will collapse. Even if we get healthy for a short period of time by paying high medical expenses, we need to continue to exercise our bodies through physical labor after that.

But in the current United States, we don't see any physical exercise behaviors in it.

The technology industry will of course continue to grow. But it cannot change the course of physical decline. When the body declines to a certain point, these industries will collapse instantly.

 

[mythbuster]

Although there are some voices in the United States calling for the U.S. government to pay attention to this issue, and the U.S. government has made some efforts; however, we have not seen any great shift at this time.

When we can easily gain great benefits through mental labor, no one is willing to go back to heavy physical labor. However, for human beings, there needs to be a balance between mental and physical labor. Without moderate physical labor, our bodies will collapse. Even if we get healthy for a short period of time by paying high medical expenses, we need to continue to exercise our bodies through physical labor after that.

But in the current United States, we don't see any physical exercise behaviors in it.

The technology industry will of course continue to grow. But it cannot change the course of physical decline. When the body declines to a certain point, these industries will collapse instantly.

Compressive analysis ..thanks

 

[LeGenD]

Therein lies America's biggest problem right now. An overly large hollowed out economy! A severely declining real economy!

If you look closely, you'll see:
All real economy businesses in the United States are in decline. For example: Boeing, GM ..........
All those businesses that are becoming more and more profitable are hollow economy businesses. For example: Nvidia, Apple, Microsoft, Google ......
Musk is a special case. But a lot of his money making good entities are in countries/regions outside the US ......

I am not sure how Nvidia, Apple, Microsoft, and Google are hollow economy businesses. Can you explain?

 

[Michael]

I am not sure how Nvidia, Apple, Microsoft, and Google are hollow economy businesses. Can you explain?

It could be due to some translation issues.
I'll describe it in a different way:
These high tech companies in the IT industry do not themselves directly produce items that can be touched realistically.Nvidia and Apple make a lot of money by controlling the production of real items by their partners through technological means.They do not directly do the production themselves. Moreover, these production facilities are mainly outside the U.S. Microsoft and Google do not provide any real objects.
This is a very good way for companies to do business. There are also trade-based economies, investment-based economies, stock-based economies ...........

For this type of economic behavior, we usually refer to it as a hollow economy, which is just a difference in the way it is presented. It has no positive or negative distinction. It is just a differentiating term from the solid economy.

Such a business has its inevitable value and significance, and no one denies them.

 

[Alter_Ego]

Therein lies America's biggest problem right now. An overly large hollowed out economy! A severely declining real economy!

If you look closely, you'll see:
All real economy businesses in the United States are in decline. For example: Boeing, GM ..........
All those businesses that are becoming more and more profitable are hollow economy businesses. For example: Nvidia, Apple, Microsoft, Google ......
Musk is a special case. But a lot of his money making good entities are in countries/regions outside the US ......

Its hypercapitalism 101
Companies that makes biggest profits reigns supreme.

 

[BananaRepublic]

NVIDIA's superior AI graphics processing unit

View attachment 63924​

The continued rise in NVIDIA's shares has pushed the semiconductor giant's market value to higher levels than its technology giant counterparts, helping it grab the title of the most valuable company in the world, as the wave of mania for artificial intelligence continues.

Shares rose as much as 4% to about $3.3 trillion on Tuesday, outperforming Apple and Microsoft. Shares of major companies competed throughout the month for first place, with NVIDIA finally outperforming its technology counterparts.

Earlier this month, Nvidia surpassed Apple in market cap for the first time since 2002, and both companies have moved up and down the rankings in recent days. Last week, Apple overtook Microsoft to briefly hold the top spot.

Focus on artificial intelligence

This rating is another reminder that artificial intelligence is a key focus for many investors.

NVIDIA is seen as the biggest and earliest beneficiary of this technology, because it dominates the market with its highly sought-after chips, which help data centers run the complex computing tasks required by AI applications.

Demand is growing for its H100 accelerators, which helped boost the chipmaker's sales by more than 125% last year.

Microsoft is also seen as an early winner of the AI craze, given its investments and partnership with OpenAI, which created ChatGPT.

This week, Apple shares rose after the iPhone maker finally revealed its plan to use artificial intelligence, appeasing investors after a long wait.

The race towards $4 trillion

“We believe the race to reach the $4 trillion market cap in technology over the next year will be the focus among the three companies,” Daniel Ives, an analyst at Wedbush Securities, wrote in a note.

Nvidia's rising stock price has made co-founder and CEO Jensen Huang one of the richest people in the world. His net worth has increased by more than $70 billion since the beginning of the year, reaching $115 billion, which places him in twelfth place on the Bloomberg Billionaires Index. This is the largest gain among his billionaire peers.

View attachment 63925

More than a chip company

Investors alongside Huang see Nvidia as more than just a chip maker.

“They're not just selling chips, they're selling systems,” Michael Lippert, vice president and portfolio manager at Baron Capital, said in an interview, referring to the company's proprietary software and development ecosystem.

NVIDIA's rapid rise to the top has been record-breaking, as the company is one of the few companies to show significant revenue growth from artificial intelligence. As of the recent close, shares had risen more than 160% in 2024, adding more than $2 trillion to its market value.

"The company's GPU chips are the new gold or oil in the technology sector, as more businesses and consumers are quickly heading down this path with the Fourth Industrial Revolution well underway," Ives said.

https://www.bobsguide.com/how-nvidi...apple-to-become-worlds-most-valuable-company/

Given the amount of water and power required for AI - not sure whether this is sustainable.

Unless processors somehow become super efficient. Massive leap is required.

 

[Indos]

How AI technology could affect India software export ?

Now with AI, we dont need many programmer any more to create coding.......

Does US companies need to outsource it to India with now they have AI technologies ? 2 years from now AI will likely become very clever. Chat GPT has already prepared the launch of Chat GPT 5

Twitter has already fired many of Indian programmers residing in India